Marks Group Wealth Management, Inc Msci Eafe Growth ETF Transaction History

Marks Group Wealth Management, Inc

$967 Million
Q4 2024

A detailed history of Marks Group Wealth Management, Inc transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 76,310 shares of EFG stock, worth $7.85 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

76,310

Previous 73,603 3.68%

Holding current value

$7.85 Million

Previous $7.92 Million 6.74%

% of portfolio

0.76%

Previous 0.79%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$96.83 - $106.88 $262,118 - $289,324	2,707 Added 3.68%	76,310 $7.39 Million
Q3 2024 Oct 30, 2024	SELL	$96.84 - $108.77 $933,731 - $1.05 Million	-9,642 Reduced 11.58%	73,603 $7.92 Million
Q2 2024 Aug 14, 2024	BUY	$97.17 - $106.25 $3.12 Million - $3.41 Million	32,079 Added 62.7%	83,245 $8.52 Million
Q1 2024 Apr 29, 2024	BUY	$93.77 - $104.85 $175,349 - $196,069	1,870 Added 3.79%	51,166 $5.31 Million
Q4 2023 Feb 01, 2024	SELL	$82.53 - $96.98 $1.8 Million - $2.11 Million	-21,781 Reduced 30.64%	49,296 $4.77 Million
Q3 2023 Oct 30, 2023	BUY	$85.55 - $97.39 $362,304 - $412,446	4,235 Added 6.34%	71,077 $6.13 Million
Q2 2023 Jul 19, 2023	BUY	$93.15 - $96.95 $246,754 - $256,820	2,649 Added 4.13%	66,842 $6.38 Million
Q1 2023 May 03, 2023	BUY	$84.36 - $93.68 $989,374 - $1.1 Million	11,728 Added 22.35%	64,193 $6.01 Million
Q4 2022 Feb 06, 2023	SELL	$72.2 - $88.14 $43,392 - $52,972	-601 Reduced 1.13%	52,465 $4.39 Million
Q3 2022 Nov 10, 2022	BUY	$71.9 - $88.11 $73,913 - $90,577	1,028 Added 1.98%	53,066 $3.85 Million
Q2 2022 Aug 09, 2022	BUY	$77.95 - $97.78 $70,155 - $88,002	900 Added 1.76%	52,038 $4.19 Million
Q1 2022 May 10, 2022	SELL	$87.3 - $110.53 $1.18 Million - $1.49 Million	-13,485 Reduced 20.87%	51,138 $4.92 Million
Q4 2021 Feb 14, 2022	BUY	$105.06 - $113.44 $5.69 Million - $6.15 Million	54,183 Added 518.99%	64,623 $1.1 Million
Q3 2021 Nov 15, 2021	BUY	$105.79 - $113.94 $235,276 - $253,402	2,224 Added 27.07%	10,440 $1.11 Million
Q2 2021 Aug 10, 2021	BUY	$102.07 - $109.39 $838,607 - $898,748	8,216 New	8,216 $877,000

Others Institutions Holding EFG

# of Institutions

1,067

Shares Held

157M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.

Account

Marks Group Wealth Management, Inc Msci Eafe Growth ETF Transaction History